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Company Intelligence
Latest quarter: Q4 FY2025 • Updated 2025-12-31
A historical globe of Palantir’s named AI products, capabilities, partnerships, use cases, and executive themes across the latest 4 quarters, with each theme anchored to when it first appeared.
Palantir emphasizes an explicit strategic focus on scaling operations via AI, referencing its Artificial Intelligence Platform (AIP) and coining the term 'commodity cognition.' Management ties strong Q4 and FY2025 results and aggressive FY2026 guidance to that AI-driven strategy. The company reported Q4 revenue of $1.407B (70% YoY growth), adjusted operating income of $798.5M, GAAP net income attributable to common stockholders of $608.7M, and adjusted free cash flow of $791.4M. Guidance calls for Q1 2026 revenue of $1.532–$1.536B and FY2026 revenue of $7.182–$7.198B, with U.S. commercial revenue expected to grow at least 115%. The release contains limited technical detail about specific AI capabilities, primitives, or developer tooling beyond naming AIP and framing AI as the driver of commercial expansion.
Falling: Palantir is currently showing weaker or slower AI narrative momentum than the prior quarter.
Momentum currently reads -20.8%.
we are announcing a 2026 revenue growth guide of 61% year-over-year
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exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models
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strategy and plans relating to our Artificial Intelligence Platform (“AIP”)
Narrative signal extraction
Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models
Narrative signal extraction